This article discusses the results of and lessons learnt from the Financial Opportunities Project (FOP), a comprehensive effort by the Center for Economic Progress identify, implement, and disseminate strategies for integrating financial services and asset-building opportunities with
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This article provides an overview of bank-based financial education. The role of banks more generally is reviewed, and examples of Marshall and Isley (M&I) Bank's Consumer Education (CE) program are discussed. Evaluation methods used by M&I are described. Key factors for success include clearly
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